Sales
The quotes dashboard in WorkGuru is the central location for accessing and managing your current quote pipeline. The dashboard will all you to Add ...
Tue, 8 Nov, 2022 at 2:18 PM
To quickly add a quote, use the new quote shortcut, to take you straight to the add Quote detail screen. Entered the required Quote, Task and Pr...
Tue, 8 Nov, 2022 at 2:20 PM
The lead dashboard is where you can manage you active leads. Your lead pipeline will be visually displayed by Category and Owner. You can view the leads ...
Tue, 8 Nov, 2022 at 2:31 PM
To quickly add a new Lead, use the New Lead shortcut, to take you straight to the Add Lead detail screen. Entered the required Client and Lead informati...
Tue, 8 Nov, 2022 at 2:30 PM